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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,009 | $183,592-7.4% | $155,574+9.3% | $145,877+16.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.96% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,630 | $5,317-69.3% | $4,676-65.1% | $4,663-65.0% |
| Participant deferral / active EE | $6,458 | $6,466-0.1% | $5,629+14.7% | $6,691-3.5% |
| Admin fee / account holder | $8,829 | $19,316-54.3% | $15,914-44.5% | $13,402-34.1% |